WEALTHFRONT CORP historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 10 quarters from 2014-03-31 to 2016-09-30, WEALTHFRONT CORP opened 1,054 positions, added to 2,483, reduced 591 and sold out of 1,286.
- Q3 2015: Stock AAPL; Country of operation United States; Class COM; Shares before 53,643.
- Q3 2015: Stock XOMXXXX; Country of operation —; Class COM; Shares before 12,405.
- Q3 2015: Stock INTC; Country of operation United States; Class COM; Shares before 32,934.
- Q3 2015: Stock AMZN; Country of operation United States; Class COM; Shares before 4,950.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1524566), 10 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-17); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-18); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-17); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-18); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-18); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q3 2015 | AAPL APPLE INC | United States | COM | 53,643 | 85,044 | +31,401 | $6,728,000 | $9,380,000 | +$2,652,000 | 2015-11-18 |
| Q3 2015 | XOMXXXX EXXON MOBIL CORP | COM | 12,405 | 46,542 | +34,137 | $1,032,000 | $3,460,000 | +$2,428,000 | 2015-11-18 | |
| Q3 2015 | INTC INTEL CORP | United States | COM | 32,934 | 111,186 | +78,252 | $1,002,000 | $3,351,000 | +$2,349,000 | 2015-11-18 |
| Q3 2015 | AMZN AMAZON COM INC | United States | COM | 4,950 | 8,552 | +3,602 | $2,149,000 | $4,378,000 | +$2,229,000 | 2015-11-18 |
| Q3 2015 | HD HOME DEPOT INC | United States | COM | 14,402 | 29,347 | +14,945 | $1,600,000 | $3,389,000 | +$1,789,000 | 2015-11-18 |
| Q3 2015 | MSFT MICROSOFT CORP | United States | COM | 66,082 | 104,065 | +37,983 | $2,918,000 | $4,606,000 | +$1,688,000 | 2015-11-18 |
| Q3 2015 | MO ALTRIA GROUP INC | United States | COM | 15,945 | 43,924 | +27,979 | $780,000 | $2,389,000 | +$1,609,000 | 2015-11-18 |
| Q3 2015 | MCD MCDONALDS CORP | United States | COM | 5,901 | 19,652 | +13,751 | $561,000 | $1,936,000 | +$1,375,000 | 2015-11-18 |
| Q3 2015 | VZ VERIZON COMMUNICATIONS INC | United States | COM | 13,987 | 46,238 | +32,251 | $652,000 | $2,012,000 | +$1,360,000 | 2015-11-18 |
| Q3 2015 | SBUX STARBUCKS CORP | United States | COM | 15,794 | 33,233 | +17,439 | $847,000 | $1,889,000 | +$1,042,000 | 2015-11-18 |
| Q3 2015 | CVX CHEVRON CORP NEW | United States | COM | 7,989 | 22,938 | +14,949 | $771,000 | $1,809,000 | +$1,038,000 | 2015-11-18 |
| Q3 2015 | PG PROCTER & GAMBLE CO | United States | COM | 14,834 | 30,135 | +15,301 | $1,161,000 | $2,168,000 | +$1,007,000 | 2015-11-18 |
| Q3 2015 | KO COCA COLA CO | United States | COM | 23,666 | 44,363 | +20,697 | $928,000 | $1,780,000 | +$852,000 | 2015-11-18 |
| Q3 2015 | COST COSTCO WHSL CORP NEW | United States | COM | 4,277 | 9,372 | +5,095 | $578,000 | $1,355,000 | +$777,000 | 2015-11-18 |
| Q3 2015 | UNP UNION PAC CORP | United States | COM | 5,719 | 14,830 | +9,111 | $545,000 | $1,311,000 | +$766,000 | 2015-11-18 |
| Q3 2015 | LMT LOCKHEED MARTIN CORP | United States | COM | 4,163 | 7,402 | +3,239 | $774,000 | $1,535,000 | +$761,000 | 2015-11-18 |
| Q3 2015 | JNJ JOHNSON & JOHNSON | United States | COM | 14,271 | 23,026 | +8,755 | $1,391,000 | $2,149,000 | +$758,000 | 2015-11-18 |
| Q3 2015 | BAC BANK AMER CORP | United States | COM | 77,172 | 131,289 | +54,117 | $1,313,000 | $2,045,000 | +$732,000 | 2015-11-18 |
| Q3 2015 | T AT&T INC | United States | COM | 50,948 | 76,257 | +25,309 | $1,810,000 | $2,484,000 | +$674,000 | 2015-11-18 |
| Q3 2015 | LLY LILLY ELI & CO | United States | COM | 14,990 | 22,539 | +7,549 | $1,252,000 | $1,886,000 | +$634,000 | 2015-11-18 |
| Q3 2015 | PM PHILIP MORRIS INTL INC | United States | COM | 7,125 | 15,065 | +7,940 | $571,000 | $1,195,000 | +$624,000 | 2015-11-18 |
| Q3 2015 | LOW LOWES COS INC | United States | COM | 6,330 | 15,099 | +8,769 | $424,000 | $1,041,000 | +$617,000 | 2015-11-18 |
| Q3 2015 | CSCO CISCO SYS INC | United States | COM | 48,333 | 73,421 | +25,088 | $1,327,000 | $1,927,000 | +$600,000 | 2015-11-18 |
| Q3 2015 | ACN ACCENTURE PLC IRELAND | SHS CLASS A | 7,558 | 13,539 | +5,981 | $731,000 | $1,330,000 | +$599,000 | 2015-11-18 | |
| Q3 2015 | IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 6,996 | 11,841 | +4,845 | $1,138,000 | $1,717,000 | +$579,000 | 2015-11-18 |
| Q3 2015 | TXN TEXAS INSTRS INC | United States | COM | 7,430 | 19,136 | +11,706 | $383,000 | $948,000 | +$565,000 | 2015-11-18 |
| Q3 2015 | BMY BRISTOL MYERS SQUIBB CO | United States | COM | 16,070 | 27,401 | +11,331 | $1,069,000 | $1,622,000 | +$553,000 | 2015-11-18 |
| Q3 2015 | WMT WAL-MART STORES INC | United States | COM | 6,491 | 15,344 | +8,853 | $460,000 | $995,000 | +$535,000 | 2015-11-18 |
| Q3 2015 | TSLA TESLA MTRS INC | United States | COM | 91 | 2,166 | +2,075 | $24,000 | $538,000 | +$514,000 | 2015-11-18 |
| Q3 2015 | BA BOEING CO | United States | COM | 3,599 | 7,632 | +4,033 | $499,000 | $999,000 | +$500,000 | 2015-11-18 |
| Q3 2015 | SPG SIMON PPTY GROUP INC NEW | United States | COM | 2,524 | 5,028 | +2,504 | $437,000 | $924,000 | +$487,000 | 2015-11-18 |
| Q3 2015 | UNH UNITEDHEALTH GROUP INC | United States | COM | 11,635 | 16,305 | +4,670 | $1,419,000 | $1,892,000 | +$473,000 | 2015-11-18 |
| Q3 2015 | SO SOUTHERN CO | United States | COM | 7,395 | 17,103 | +9,708 | $310,000 | $765,000 | +$455,000 | 2015-11-18 |
| Q3 2015 | ORCL ORACLE CORP | United States | COM | 25,681 | 40,721 | +15,040 | $1,035,000 | $1,471,000 | +$436,000 | 2015-11-18 |
| Q3 2015 | PEP PEPSICO INC | United States | COM | 13,743 | 17,759 | +4,016 | $1,283,000 | $1,675,000 | +$392,000 | 2015-11-18 |
| Q3 2015 | HONZZZZ HONEYWELL INTL INC | COM | 4,378 | 8,770 | +4,392 | $446,000 | $830,000 | +$384,000 | 2015-11-18 | |
| Q3 2015 | COP CONOCOPHILLIPS | United States | COM | 10,617 | 21,222 | +10,605 | $652,000 | $1,018,000 | +$366,000 | 2015-11-18 |
| Q3 2015 | MMM 3M CO | United States | COM | 5,169 | 8,185 | +3,016 | $798,000 | $1,160,000 | +$362,000 | 2015-11-18 |
| Q3 2015 | TGT TARGET CORP | United States | COM | 7,191 | 11,991 | +4,800 | $587,000 | $943,000 | +$356,000 | 2015-11-18 |
| Q3 2015 | TJX TJX COS INC NEW | United States | COM | 4,875 | 9,208 | +4,333 | $323,000 | $658,000 | +$335,000 | 2015-11-18 |
| Q3 2015 | BNY BANK NEW YORK MELLON CORP | United States | COM | 11,229 | 19,354 | +8,125 | $471,000 | $758,000 | +$287,000 | 2015-11-18 |
| Q3 2015 | AZO AUTOZONE INC | United States | COM | 454 | 791 | +337 | $303,000 | $573,000 | +$270,000 | 2015-11-18 |
| Q3 2015 | PSA PUBLIC STORAGE | United States | COM | 1,151 | 2,261 | +1,110 | $212,000 | $478,000 | +$266,000 | 2015-11-18 |
| Q3 2015 | QCOM QUALCOMM INC | United States | COM | 7,029 | 13,138 | +6,109 | $440,000 | $706,000 | +$266,000 | 2015-11-18 |
| Q3 2015 | GM GENERAL MTRS CO | United States | COM | 11,053 | 20,681 | +9,628 | $368,000 | $621,000 | +$253,000 | 2015-11-18 |
| Q3 2015 | D DOMINION RES INC VA NEW | United States | COM | 3,016 | 6,384 | +3,368 | $202,000 | $449,000 | +$247,000 | 2015-11-18 |
| Q3 2015 | CMG CHIPOTLE MEXICAN GRILL INC | United States | COM | 238 | 540 | +302 | $144,000 | $389,000 | +$245,000 | 2015-11-18 |
| Q3 2015 | ADBE ADOBE SYS INC | United States | COM | 4,920 | 7,824 | +2,904 | $399,000 | $643,000 | +$244,000 | 2015-11-18 |
| Q3 2015 | ECL ECOLAB INC | United States | COM | 1,465 | 3,661 | +2,196 | $166,000 | $402,000 | +$236,000 | 2015-11-18 |
| Q3 2015 | DHR DANAHER CORP DEL | United States | COM | 4,134 | 6,911 | +2,777 | $354,000 | $589,000 | +$235,000 | 2015-11-18 |
| Q3 2015 | LUV SOUTHWEST AIRLS CO | United States | COM | 8,505 | 13,215 | +4,710 | $281,000 | $503,000 | +$222,000 | 2015-11-18 |
| Q3 2015 | NSC NORFOLK SOUTHERN CORP | United States | COM | 1,056 | 4,109 | +3,053 | $92,000 | $314,000 | +$222,000 | 2015-11-18 |
| Q3 2015 | NOC NORTHROP GRUMMAN CORP | United States | COM | 2,254 | 3,458 | +1,204 | $358,000 | $574,000 | +$216,000 | 2015-11-18 |
| Q3 2015 | ORLY O REILLY AUTOMOTIVE INC NEW | United States | COM | 1,610 | 2,321 | +711 | $364,000 | $580,000 | +$216,000 | 2015-11-18 |
| Q3 2015 | AXP AMERICAN EXPRESS CO | United States | COM | 4,877 | 7,938 | +3,061 | $379,000 | $588,000 | +$209,000 | 2015-11-18 |
| Q3 2015 | BIIB BIOGEN INC | United States | COM | 1,739 | 3,121 | +1,382 | $702,000 | $911,000 | +$209,000 | 2015-11-18 |
| Q3 2015 | ED CONSOLIDATED EDISON INC | United States | COM | 2,527 | 5,220 | +2,693 | $146,000 | $349,000 | +$203,000 | 2015-11-18 |
| Q3 2015 | OXY OCCIDENTAL PETE CORP DEL | United States | COM | 5,977 | 10,025 | +4,048 | $465,000 | $663,000 | +$198,000 | 2015-11-18 |
| Q3 2015 | ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 1,916 | 4,308 | +2,392 | $154,000 | $346,000 | +$192,000 | 2015-11-18 |
| Q3 2015 | NFLX NETFLIX INC | United States | COM | 769 | 6,750 | +5,981 | $505,000 | $697,000 | +$192,000 | 2015-11-18 |
| Q3 2015 | EIX EDISON INTL | United States | COM | 2,889 | 5,585 | +2,696 | $161,000 | $352,000 | +$191,000 | 2015-11-18 |
| Q3 2015 | CRM SALESFORCE COM INC | United States | COM | 6,757 | 9,519 | +2,762 | $470,000 | $661,000 | +$191,000 | 2015-11-18 |
| Q3 2015 | PNC PNC FINL SVCS GROUP INC | United States | COM | 4,653 | 7,132 | +2,479 | $445,000 | $636,000 | +$191,000 | 2015-11-18 |
| Q3 2015 | WFC WELLS FARGO & CO NEW | United States | COM | 56,410 | 58,434 | +2,024 | $3,172,000 | $3,001,000 | -$171,000 | 2015-11-18 |
| Q3 2015 | WM WASTE MGMT INC DEL | United States | COM | 2,837 | 6,047 | +3,210 | $131,000 | $301,000 | +$170,000 | 2015-11-18 |
| Q3 2015 | K KELLOGG CO | United States | COM | 2,520 | 4,892 | +2,372 | $158,000 | $326,000 | +$168,000 | 2015-11-18 |
| Q3 2015 | FIS FIDELITY NATL INFORMATION SV | United States | COM | 3,726 | 5,664 | +1,938 | $230,000 | $380,000 | +$150,000 | 2015-11-18 |
| Q3 2015 | FISV FISERV INC | United States | COM | 2,894 | 4,485 | +1,591 | $240,000 | $388,000 | +$148,000 | 2015-11-18 |
| Q3 2015 | HSY HERSHEY CO | United States | COM | 593 | 2,181 | +1,588 | $53,000 | $200,000 | +$147,000 | 2015-11-18 |
| Q3 2015 | NVDA NVIDIA CORP | United States | COM | 9,602 | 13,605 | +4,003 | $193,000 | $335,000 | +$142,000 | 2015-11-18 |
| Q3 2015 | ICE INTERCONTINENTAL EXCHANGE IN | United States | COM | 1,589 | 2,116 | +527 | $355,000 | $497,000 | +$142,000 | 2015-11-18 |
| Q3 2015 | WEC WEC ENERGY GROUP INC | United States | COM | 3,206 | 5,491 | +2,285 | $145,000 | $287,000 | +$142,000 | 2015-11-18 |
| Q3 2015 | XEL XCEL ENERGY INC | United States | COM | 3,804 | 7,436 | +3,632 | $122,000 | $263,000 | +$141,000 | 2015-11-18 |
| Q3 2015 | CME CME GROUP INC | United States | COM | 4,406 | 5,872 | +1,466 | $410,000 | $545,000 | +$135,000 | 2015-11-18 |
| Q3 2015 | SYY SYSCO CORP | United States | COM | 3,621 | 6,780 | +3,159 | $131,000 | $264,000 | +$133,000 | 2015-11-18 |
| Q3 2015 | ALL ALLSTATE CORP | United States | COM | 5,521 | 8,368 | +2,847 | $358,000 | $487,000 | +$129,000 | 2015-11-18 |
| Q3 2015 | CL COLGATE PALMOLIVE CO | United States | COM | 8,079 | 10,316 | +2,237 | $528,000 | $655,000 | +$127,000 | 2015-11-18 |
| Q3 2015 | GLW CORNING INC | United States | COM | 4,048 | 11,846 | +7,798 | $80,000 | $203,000 | +$123,000 | 2015-11-18 |
| Q3 2015 | AAL AMERICAN AIRLS GROUP INC | United States | COM | 1,368 | 4,561 | +3,193 | $55,000 | $177,000 | +$122,000 | 2015-11-18 |
| Q3 2015 | AMGN AMGEN INC | United States | COM | 5,394 | 6,871 | +1,477 | $828,000 | $950,000 | +$122,000 | 2015-11-18 |
| Q3 2015 | SLB SCHLUMBERGER LTD | COM | 9,134 | 13,169 | +4,035 | $787,000 | $908,000 | +$121,000 | 2015-11-18 | |
| Q3 2015 | AAP ADVANCE AUTO PARTS INC | United States | COM | 363 | 944 | +581 | $58,000 | $179,000 | +$121,000 | 2015-11-18 |
| Q3 2015 | RCL ROYAL CARIBBEAN CRUISES LTD | United States | COM | 477 | 1,755 | +1,278 | $38,000 | $156,000 | +$118,000 | 2015-11-18 |
| Q3 2015 | CLX CLOROX CO DEL | United States | COM | 2,014 | 2,801 | +787 | $209,000 | $324,000 | +$115,000 | 2015-11-18 |
| Q3 2015 | PGR PROGRESSIVE CORP OHIO | United States | COM | 8,826 | 11,796 | +2,970 | $246,000 | $361,000 | +$115,000 | 2015-11-18 |
| Q3 2015 | KR KROGER CO | United States | COM | 5,883 | 15,003 | +9,120 | $427,000 | $541,000 | +$114,000 | 2015-11-18 |
| Q3 2015 | NI NISOURCE INC | United States | COM | 4,830 | 5,817 | +987 | $220,000 | $108,000 | -$112,000 | 2015-11-18 |
| Q3 2015 | DTE DTE ENERGY CO | United States | COM | 1,062 | 2,323 | +1,261 | $79,000 | $187,000 | +$108,000 | 2015-11-18 |
| Q3 2015 | VMC VULCAN MATLS CO | United States | COM | 728 | 1,892 | +1,164 | $61,000 | $169,000 | +$108,000 | 2015-11-18 |
| Q3 2015 | GIS GENERAL MLS INC | United States | COM | 6,256 | 7,979 | +1,723 | $349,000 | $448,000 | +$99,000 | 2015-11-18 |
| Q3 2015 | MET METLIFE INC | United States | COM | 11,953 | 16,293 | +4,340 | $669,000 | $768,000 | +$99,000 | 2015-11-18 |
| Q3 2015 | EOG EOG RES INC | United States | COM | 4,427 | 6,681 | +2,254 | $388,000 | $486,000 | +$98,000 | 2015-11-18 |
| Q3 2015 | AVB AVALONBAY CMNTYS INC | United States | COM | 1,400 | 1,843 | +443 | $224,000 | $322,000 | +$98,000 | 2015-11-18 |
| Q3 2015 | AEP AMERICAN ELEC PWR INC | United States | COM | 4,019 | 5,430 | +1,411 | $213,000 | $309,000 | +$96,000 | 2015-11-18 |
| Q3 2015 | KMB KIMBERLY CLARK CORP | United States | COM | 3,166 | 3,958 | +792 | $336,000 | $432,000 | +$96,000 | 2015-11-18 |
| Q3 2015 | HRB BLOCK H & R INC | United States | COM | 1,383 | 3,780 | +2,397 | $41,000 | $137,000 | +$96,000 | 2015-11-18 |
| Q3 2015 | MTB M & T BK CORP | United States | COM | 1,120 | 1,938 | +818 | $140,000 | $236,000 | +$96,000 | 2015-11-18 |
| Q3 2015 | AEE AMEREN CORP | United States | COM | 1,296 | 3,360 | +2,064 | $49,000 | $142,000 | +$93,000 | 2015-11-18 |
| Q3 2015 | PAYX PAYCHEX INC | United States | COM | 3,637 | 5,495 | +1,858 | $171,000 | $262,000 | +$91,000 | 2015-11-18 |
| Q3 2015 | MNST MONSTER BEVERAGE CORP NEW | United States | COM | 1,445 | 2,079 | +634 | $194,000 | $281,000 | +$87,000 | 2015-11-18 |
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